13F HOLDINGS REPORT
JACKSON HILL ADVISORS, LLC
Quarter ended Q2 2023 · Filed May 3, 2023 · Accession 0001420506-23-000832
Total Value
$124.2M
Positions
10
Other Managers
0
Confidential Omitted
No
Holdings (10)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON | AMZN | 148,000 | $15.3M | 12.31% |
| 2 | BROOKFIELD CORP | 11271J107 | 449,500 | $14.6M | 11.79% |
| 3 | MASTERCARD INCORPORATED CL A | MA | 37,750 | $13.7M | 11.04% |
| 4 | KKR & CO | KKRT | 258,000 | $13.6M | 10.91% |
| 5 | MICROSOFT | MSFT | 46,000 | $13.3M | 10.68% |
| 6 | LOWES COS | 548661107 | 62,500 | $12.5M | 10.06% |
| 7 | ADOBE SYSTEMS INCORPORATED | ADBE | 32,000 | $12.3M | 9.93% |
| 8 | S&P GLOBAL | SPGI | 29,750 | $10.3M | 8.26% |
| 9 | COPART | CPRT | 128,500 | $9.7M | 7.78% |
| 10 | ALPHABET CAP STK CL C | GOOG | 86,500 | $9.0M | 7.24% |